Consumer services demand gen: log demo bookings centrally

Demand generation specialists lose visibility when demo bookings aren't logged, letting prospects fall through handoffs. Central demo records notify sales and give marketing accurate pipeline data.

Overview

Missed demo bookings create pipeline gaps and risk losing scheduled customers in consumer services. This workflow logs every demo to a central tracker and alerts the assigned rep, ensuring prompt follow-up and accurate pipeline records for marketing reporting.

Notable Features

Create demo record in tracker
Notify assigned sales rep
Capture source and campaign info